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Stifel Trust’s BCE BCE Stock Holding History

Stifel Trust’s Portfolio BCE Stock Details BCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$5.16M Sell
120,743
-2,389
-2% -$107K 0.99% 34
2014
Q2 		$5.59M Sell
123,132
-809
-0.7% -$36.5K 1.04% 37
2014
Q1 		$5.35M Sell
123,941
-3,239
-3% -$138K 1.01% 37
2013
Q4 		$5.51M Sell
127,180
-1,610
-1% -$70K 1.03% 36
2013
Q3 		$5.5M Sell
128,790
-320
-0.2% -$13.3K 1.1% 34
2013
Q2 		$5.3M Buy
+129,110
New +$5.85M 1.1% 32

Other funds holding BCE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Stifel Trust's BCE Position: Q3 2014 in Review

Stifel Trust reduced its BCE (BCE) stake by 1.9% in Q3 2014, selling an estimated $107K and leaving 120,743 shares worth $5.16M. The position accounts for 0.99% of the portfolio, ranked #34.

Stifel Trust first reported a position in BCE in Q2 2013 and has held it in 6 quarters since. The position peaked at $5.59M in Q2 2014. 436 funds tracked by Wall St. Rank hold BCE as of Q3 2014.

  • Stifel Trust held 120,743 shares of BCE worth $5.16M as of Q3 2014.
  • Stifel Trust sold 2,389 BCE shares in Q3 2014, an estimated $107K.
  • BCE made up 0.99% of Stifel Trust's portfolio in Q3 2014, its #34 holding.
  • Stifel Trust first reported a position in BCE in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's BCE position peaked at $5.59M in Q2 2014.
  • 436 funds tracked by Wall St. Rank held BCE as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.